Y.D. More Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Y.D. More Investments’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$114K	Hold	2,154	–	–	﹤0.01%	265
2026 Q1	$132K	Sell	2,154 -16,000	-88%	-$858K	0.01%	233
2025 Q4	$812K	Hold	18,154	–	–	0.04%	129
2025 Q3	$811K	Hold	18,154	–	–	0.05%	132
2025 Q2	$770K	Sell	18,154 -10,100	-36%	-$421K	0.05%	130
2025 Q1	$1.32M	Hold	28,254	–	–	0.12%	98
2024 Q4	$1.21M	Buy	28,254 +5,000	+22%	+$227K	0.11%	101
2024 Q3	$1.02M	Sell	23,254 -70	-0.3%	-$3.13K	0.11%	107
2024 Q2	$1.06M	Hold	23,324	–	–	0.11%	102
2024 Q1	$1.1M	Hold	23,324	–	–	0.2%	84
2023 Q4	$978K	Sell	23,324 -8,446	-27%	-$361K	0.19%	77
2023 Q3	$1.44M	Buy	31,770 +1,100	+4%	+$48.1K	0.28%	65
2023 Q2	$1.24M	Sell	30,670 -3,930	-11%	-$160K	0.29%	59
2023 Q1	$1.43M	Buy	34,600 +33,940	+5,142%	+$1.45M	0.32%	43
2022 Q4	$28.7K	Buy	+660	New	+$28.7K	0.01%	285

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Y.D. More Investments's XLE Position: Q2 2026 in Review

Y.D. More Investments held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 2,154 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Y.D. More Investments first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q3 2023. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Y.D. More Investments held 2,154 shares of State Street Energy Select Sector SPDR ETF worth $114K as of Q2 2026.
Y.D. More Investments left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #265 holding.
Y.D. More Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Y.D. More Investments's State Street Energy Select Sector SPDR ETF position peaked at $1.44M in Q3 2023.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.